Portfolio Management System

Under Portfolio Management Services we offer complete assistance in delivering growth to investors. With our PMS recommendations, you get the benefit of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities.

We offer investment management and advisory services to individuals who not only understand the long-term potential of equities as an asset class, but also understand the associated risks. We also have an access to a number of Third Party PMS by various Fund Houses and NBFCs with research desk that actively researches and tracks their performance.

The service provides professional management of equity portfolios and Mutual Funds with the objective of delivering consistent long-term performance while controlling risk.
We recognize that portfolios need to be constantly monitored and periodic changes made to optimize the results.
A research team is responsible for establishing our investment strategy and providing us real time information to support it.
Client Servicing and customization is the key. We take care of all the administrative aspects of a particular portfolio with a monthly reporting on the overall status of the portfolio and performance.
There is an active communication by means of regular statements and updates. Web-enabled access will ensure that you are just a click away from all information relating to your investment.